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Financial Planning for
Dell Executives


✓ MINIMIZE TAXES   ✓ INVEST SMARTER   ✓ MAKE WORK OPTIONAL

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Safe Landing Financial press

Financial Planning Expertise for Dell Executives

We help Dell directors, distinguished engineers, and other employees
make the most of high-income years and confidently plan for life after Dell.

Money bag icon representing tax-efficient equity compensation planning for Dell executives

How do I handle equity compensation and bonuses without getting crushed by taxes?

Puzzle piece icon representing advanced financial planning strategies for Dell employees

Am I taking advantage of the advanced planning opportunities available to me?

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How do I balance enjoying life now with saving tax-efficiently for the future?

What You Can Expect When We Work Together

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Confidence

Gain clarity on your full financial picture. Our planning process ensures you’re on track and fully understand where you stand.

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Expertise

We make complex financial decisions easier to understand and take action. We specialize in guiding Dell employees through their financial journey.

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Customization

Your plan evolves with your life, not a cookie-cutter approach. We help connect the dots from where you are today to where you want to be.

VIEW SERVICES

Ready to Plan Your Financial Future?

Here’s our process to help you decide if we’re the right fit.

Step 1: Intro Meeting

A quick 30-minute Zoom conversation to make sure we’re a good fit.

Step 2: Discovery

You share your goals, challenges, and what matters most.

Step 3: Review Goals

We walk through our planning approach, including tax planning, investments, and retirement.

Step 4: Think About It!

You decide if it’s the right fit. No sales pitch, no obligation.

Schedule Intro Meeting

Dell Employee Benefit Planning Resources

  • RSU
  • 401(k)
  • Mega-Backdoor Roth
  • Deferred Compensation
  • HSA
  • Disability Insurance
  • Life Insurance
Restricted Stock Units at Dell
Dell RSUs
401(k) Plan at Dell
Dell 401(k)
Dell Mega-Backdoor Roth 401(k) Strategy for Tax-Efficient Retirement Savings
Dell Mega-Backdoor Roth
Deferred Compensation Plan at Dell
Dell Deferred Compensation
Health Savings Account (HSA) at Dell
Dell HSA
Disability Insurance at Dell
Dell RSUs
Life Insurance at Dell
Dell Life Insurance

Disclosure: Even though many of our clients are current and former Dell employees, Safe Landing Financial is not affiliated, associated, or endorsed by Dell. This information is supplied from sources that we believe to be reliable, however, we cannot guarantee the accuracy. All information is subject to change without notice. Please refer to your Dell benefits guide for up-to-date information.

Contact Safe Landing Financial

Serving Dell employees virtually nationwide.
*Meetings by appointment only.
**All meetings are being held virtually until further notice.

Schedule an Intro Call

CERTIFIED FINANCIAL PLANNER™ FOR DELL EMPLOYEES

Brian Fry is a CERTIFIED FINANCIAL PLANNER™ helping high-earning Dell employees:

  • Minimize Taxes
  • Invest Smarter
  • Make Work Optional
Meet Brian